GoDaddy(GDDY) - 2025 Q3 - Earnings Call Presentation

Financial Performance - Total revenue grew by 10% to $1.265 billion in Q3 2025[39, 57] - Applications & Commerce (A&C) revenue increased by 14% to $0.5 billion[39, 57] - Core Platform revenue grew by 8% to $0.8 billion[39, 57] - NEBITDA margin reached 32%[9, 40] - Free cash flow increased by 21% to $440 million[35, 45, 57] Growth Drivers and Initiatives - A&C bookings growth contributed 20%[33] - Airo platform is evolving from Generative AI to Agentic AI[12, 15, 22, 27] - Airo customers are spending $500+ annually, representing ~10% of the customer base[36] - ARPU (Average Revenue Per User) grew by 10% in Q3[36] Future Outlook - The company raised full year revenue guide to 8% growth[35] - The company expects approximately $1.6 billion in free cash flow for the full year 2025[56]